TWP
NXTG icon

Triad Wealth Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History

Triad Wealth Partners’s Portfolio NXTG Stock Details NXTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$16.4K – 619
2024
Q2 		$16.4K Buy
+200
New +$15.7K 0.01% 382

Other funds holding NXTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Triad Wealth Partners's NXTG Position: Q3 2024 in Review

Triad Wealth Partners sold out of First Trust Indxx NextG ETF (NXTG) in Q3 2024, closing a stake of 200 shares — an estimated $16.4K sold.

Triad Wealth Partners first reported a position in NXTG in Q2 2024 and held it in 1 quarter. The position peaked at $16.4K in Q2 2024. 107 funds tracked by Wall St. Rank hold NXTG as of Q3 2024.

  • Triad Wealth Partners reported no remaining First Trust Indxx NextG ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 200 First Trust Indxx NextG ETF shares in Q3 2024, an estimated $16.4K.
  • Triad Wealth Partners first reported a position in First Trust Indxx NextG ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's First Trust Indxx NextG ETF position peaked at $16.4K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.